Overview Booking Calendars in Cleave CRM let prospects and clients book time with you without back-and-forth emails. Connect your Google or Microsoft 365 calendar, share a link or embed a widget on your site/forms, and Cleave will show only your real availability, collect contact info, and create events automatically. You stay in control with no-book times, “look busy” options, and custom-branded links like booking.yourdomain.com/joes-calendar . Goals • Make it effortless for people to book time with you • Sync with Google and Microsoft 365 to avoid double-booking • Capture contact data directly into Cleave CRM • Allow full control over availability, buffers, and booking limits • Support custom branded booking URLs for a professional experience Core concepts Booking Calendar A shareable booking page or embed where people pick a time. Each calendar has: • Connected calendar (Google / Microsoft 365) • Meeting types (15-min intro, 30-min demo, etc.) • Availability rules (days, hours, time zone) • Booking rules (notice, buffers, daily limits) • Branding and URL (logo, color, custom path/domain) Meeting Types Each type defines: • Duration and location (phone, Zoom/Teams, in-person) • Time windows when it can be booked • Fields/questions to collect from the person booking Custom Branding & Domains • Customize logo, accent color, and greeting text • Support for branded links like booking.yourdomain.com/joes-calendar • Clean, mobile-friendly booking pages What you’ll be able to do 1. Connect calendars • Connect Google and/or Microsoft 365 • Choose which calendars block availability and where new bookings are created 2. Control availability • Set which days and times are bookable • Add buffer times before/after meetings • Define “no book” blocks (e.g. lunches, deep-work time) • Use “look busy” options like daily booking limits or maximum meetings per day • Pause bookings temporarily for vacation or overload 3. Share and embed • Share personal booking links in email, SMS, signatures, and chat • Embed booking widgets on websites, landing pages, and blogs • Combine with Cleave forms (e.g. form → booking page) to gather extra info 4. Capture contact info into Cleave CRM • Collect name, email, phone, company, and custom fields • Automatically create or update contacts in Cleave CRM • Optionally attach bookings to companies or deals • Trigger automations (reminders, follow-up tasks, nurture sequences) 5. Confirmations and reminders • Send automatic confirmation emails to host and guest • Configure reminder timing (e.g. 24 hours and 1 hour before) • Include meeting links and instructions Future enhancements (post-MVP) • Group events and multi-attendee bookings • Round-robin and team-based calendars • Deeper routing logic (e.g. different calendars for new vs existing clients) • Analytics on bookings, no-shows, and conversion rates In plain terms This feature gives you a Calendly-style scheduler built directly into Cleave CRM. People pick a time that works, you stay in control of when you’re available, and every booking flows straight into your calendar and CRM with the right data and automations attached.
